Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.34%
2 MID 3.94%
3 BKWO 2.14%
4 PSL 1.66%
5 NBSM 1.17%
6 FXD 1.05%
7 MMSC 0.66%
8 TMSL 0.65%
9 JHSC 0.59%
10 FNY 0.55%
11 FDWM 0.51%
12 LSEQ 0.51%
13 BKSE 0.40%
14 EHLS 0.30%
15 VBK 0.29%
16 FNX 0.28%
17 ISCG 0.26%
18 JKK 0.26%
19 TPSC 0.24%
20 CSA 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Durable Capital Partners LP 5.45M (10.43%) 454.44K
Increased by +8.34%
Jun 30, 24
2 Vanguard Group Inc 5.34M (10.22%) -12.29K
Decreased by -0.23%
Sep 30, 24
3 JPMorgan Chase & Co 3.35M (6.41%) 31.21K
Increased by +0.93%
Jun 30, 24
4 Massachusetts Financial Services Company 3.18M (6.09%) 423.46K
Increased by +13.31%
Sep 30, 24
5 T. Rowe Price Investment Management,Inc. 3.09M (5.92%) -704.56K
Decreased by -22.80%
Sep 30, 24
6 Kayne Anderson Rudnick Investment Management LLC 3.07M (5.87%) 44.89K
Increased by +1.46%
Jun 30, 24
7 T. Rowe Price Associates, Inc. 2.82M (5.39%) -2.58M
Decreased by -91.55%
Jun 30, 24
8 Brown Advisory Holdings Inc 2.60M (4.97%) -132.16K
Decreased by -5.09%
Sep 30, 24
9 BlackRock Inc 2.59M (4.95%) 82.92K
Increased by +3.21%
Jun 30, 24
10 William Blair Investment Management, LLC 1.84M (3.52%) -29.33K
Decreased by -1.60%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 1.70M (3.26%) 96.00
Increased by +0.01%
Jun 30, 24
12 BAMCO Inc 1.64M (3.13%) -27.38K
Decreased by -1.67%
Jun 30, 24
13 Capital World Investors 1.35M (2.59%) 1.18K
Increased by +0.09%
Sep 30, 24
14 Neuberger Berman Group LLC 1.20M (2.30%) 239.05K
Increased by +19.91%
Jun 30, 24
15 State Street Corp 995.29K (1.91%) 35.91K
Increased by +3.61%
Jun 30, 24
16 Liontrust Investment Partners LLP 960.98K (1.84%) 0.00
Increased by 0.00%
Sep 30, 24
17 State Street Corporation 959.38K (1.84%) 3.81K
Increased by +0.40%
Mar 31, 24
18 Geode Capital Management, LLC 917.24K (1.76%) 18.98K
Increased by +2.07%
Jun 30, 24
19 Frontier Capital Management CO Inc 774.72K (1.48%) 56.28K
Increased by +7.26%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 758.52K (1.45%) -26.38K
Decreased by -3.48%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 MFS Mid Cap Growth A 2.34M (4.48%) 0.00
Increased by 0.00%
Sep 30, 24
2 MFS Mid Cap Growth Equity 2.34M (4.48%) 297.93K
Increased by +12.72%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.83M (3.50%) -7.98K
Decreased by -0.44%
Oct 31, 24
4 Vanguard Small Cap Index 1.46M (2.79%) 2.85K
Increased by +0.20%
Oct 31, 24
5 American Funds SMALLCAP World A 1.19M (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
6 T. Rowe Price Mid-Cap Growth 1.15M (2.19%) -2.40K
Decreased by -0.21%
Sep 30, 24
7 T. Rowe Price US Mid-Cap Growth Equity 1.15M (2.19%) -3.20K
Decreased by -0.28%
Sep 30, 24
8 JPM US Mid Cap Growth-Composite 906.48K (1.74%) 0.00
Increased by 0.00%
Sep 30, 24
9 JPMorgan Mid Cap Growth I 906.48K (1.74%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 872.16K (1.67%) -12.48K
Decreased by -1.43%
Sep 30, 24
11 JPM US Mid Cap Growth-MA 832.41K (1.59%) 514.31K
Increased by +61.79%
Sep 30, 23
12 T. Rowe Price Mid-Cap Value 811.32K (1.55%) -87.50K
Decreased by -10.78%
Sep 30, 24
13 T. Rowe Price US Mid-Cap Value Equity 811.32K (1.55%) -509.99K
Decreased by -62.86%
Sep 30, 24
14 Vanguard Small Cap Growth Index Inv 798.88K (1.53%) -2.35K
Decreased by -0.29%
Oct 31, 24
15 JPM US Small Cap Core-Composite 728.89K (1.40%) -75.44K
Decreased by -10.35%
Dec 31, 23
16 JPMorgan Small Cap Equity A 728.89K (1.40%) -35.98K
Decreased by -4.94%
Dec 31, 23
17 Neuberger Berman Genesis Inv 704.00K (1.35%) 37.65K
Increased by +5.35%
Sep 30, 24
18 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 694.97K (1.33%) -52.61K
Decreased by -7.57%
Jun 30, 24
19 T. Rowe Price Glb Focused Growth Equity 672.42K (1.29%) 117.30K
Increased by +17.44%
Dec 31, 23
20 T. Rowe Price Global Focused Gr Eq Pool 672.42K (1.29%) 117.30K
Increased by +17.44%
Dec 31, 23